Dan Cross

Customer Success & Operations | 8+ Years Scaling Fintech & Proptech Startups

Swanley, England, United Kingdom

About

Senior Operations Analyst with 8 years of experience bridging the gap between technical operations and customer success in high-growth Fintech and Proptech environments. I specialize in turning complex data (Tableau) into actionable customer insights and migrating teams to scalable support systems (Zendesk) to improve SLAs and retention.

Experience

  • Vitesse (Full-time · 3 yrs 8 mos)
    • Senior Operations Analyst
      Apr 2024 - Present · 2 yrs 3 mos

    • Customer Support
      Nov 2022 - Apr 2024 · 1 yr 6 mos

      Served as a frontline point of contact for customers via telephone and email to support the timely movement of funds, operating within strict service level agreements (SLAs). Forged strong relationships with wider teams including customer success, commercial and operations functions to collaboratively meet customer needs, seek out ways to improve service and resolve a wide range of problems. · Sourced and recommended innovative solutions to automate tasks on a daily basis as part of continuous process improvement.

  • Customer Support Executive at Boomin
    Sep 2020 - Nov 2022 · 2 yrs 3 mos

    Headhunted to onboard and educate customers on company services, building relationships from the outset through to enlisting clients on the online property portal. Interacted with customers to troubleshoot issues and distribute company contracts. Engaged with the development team to raise and fix system bugs via JIRA, involving telephone liaison, problem demonstration and escalation to the appropriate team. · Championed continuous process and service improvement to enhance the end-to-end customer experience and monitored performance. · Facilitated initial coaching and mentoring for new team members, bolstered by ongoing performance appraisals and support. · Fulfilled required business needs as an adaptable and flexible customer support executive, taking on different hours to suit customers.

  • Customer Support Specialist at Genistar
    Feb 2020 - Sep 2020 · 8 mos

    Joined a financial services company with the remit to support customers and process insurance applications efficiently, requiring due diligence and elements of KYC. Built strong relationships with customers during the application process and recorded accurate information via an internal system, requiring interaction with wider departments. Identified system issues and escalated problems to the technical team for resolution.

  • ZPG (2 yrs 7 mos)
    • Broadcast Executive
      Jul 2018 - Feb 2020 · 1 yr 8 mos

      Initially formed as part of the member services team in a customer support function prior to progressing to digital marketing. Responded to inbound customer calls to resolve queries and issues. Ran marketing campaigns and conducted A/B tests on performance. Analysed data and collated campaign results to feedback to clients weekly, report to key stakeholders and communicate with wider teams. Administered the website with new uploads and changes to existing advertising as requested by clients. · Consistently delivered outstanding customer support and service through email and live chat communications portal. · Innovated and distributed more than 45 email marketing communications campaigns on behalf of the customer base to boost engagement.

    • Member Services
      Aug 2017 - Jul 2018 · 1 yr

  • Quality Control at Property Finder
    Jan 2016 - Jul 2017 · 1 yr 7 mos

    Operated as a website administrator to maintain the quality of online property listings, investigate fake advertisements and determine real estate availability. Interacted with customers through email and live chat using Zendesk, acting as a focal point of contact for any issues or queries. • Selected as a representative on the Net Promoter Committee to review customer feedback and improve services.